Meadowbrook Wealth Management

Meadowbrook Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Meadowbrook Wealth Management

Meadowbrook Wealth Management holds 66 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon.com Large US Bl Eq (AMZN) 10.7 $9.4M 41k 230.82
Shopify Inc Cl A Large For Eq (SHOP) 10.6 $9.3M 58k 160.97
Applovin Corp Cl A Large US Gro Eq (APP) 6.8 $6.0M 8.9k 673.82
Abbvie Large US Val Eq (ABBV) 5.6 $4.9M 22k 228.49
Nvidia Corp Large US Gro Eq (NVDA) 4.9 $4.3M 23k 186.50
Eli Lilly & Co Large US Gro Eq (LLY) 4.1 $3.6M 3.3k 1074.68
Ge Aerospace Large US Gro Eq (GE) 4.0 $3.5M 11k 308.03
Microsoft Corp Large US Bl Eq (MSFT) 3.3 $2.9M 5.9k 483.62
Robinhood Markets Inc Cl A Large US Gro Eq (HOOD) 3.0 $2.6M 23k 113.10
Visa Inc Cl A Large US Bl Eq (V) 2.7 $2.4M 6.7k 350.71
Jpmorgan Chase & Co Large US Val Eq (JPM) 2.7 $2.4M 7.3k 322.22
Alphabet Inc Cl A Large US Bl Eq (GOOGL) 2.1 $1.9M 6.0k 313.00
Broadcom Large US Gro Eq (AVGO) 2.0 $1.8M 5.2k 346.10
Goldman Sachs Group Large US Val Eq (GS) 1.7 $1.5M 1.7k 879.00
Nebius Group N V Cl A Large For Eq (NBIS) 1.7 $1.5M 18k 83.70
Crowdstrike Holdings Inc Cl A Large US Gro Eq (CRWD) 1.6 $1.4M 3.0k 468.76
Viking Therapeutics Small US Gro Eq (VKTX) 1.5 $1.3M 37k 35.18
Apple Large US Bl Eq (AAPL) 1.4 $1.3M 4.6k 271.86
Goldman Sachs S&p 500 Premium Income Etf Derivative Income (GPIX) 1.4 $1.2M 23k 52.80
Abbott Laboratories Large US Val Eq (ABT) 1.3 $1.2M 9.3k 125.29
Direxion Daily Nvda Bull 2x Etf Long Leveraged (NVDU) 1.2 $1.0M 8.9k 117.72
Goldman Sachs Nasdaq 100 Premium Income Etf Derivative Income (GPIQ) 1.2 $1.0M 20k 52.87
Meta Platforms Inc Cl A Large US Bl Eq (META) 1.1 $994k 1.5k 660.09
Simon Property Group Mid Cap US Bl Eq (SPG) 1.1 $990k 5.4k 185.11
Tjx Cos Large US Bl Eq (TJX) 1.1 $941k 6.1k 153.61
Coreweave Inc Cl A Mid Cap US Gro Eq (CRWV) 1.1 $930k 13k 71.61
Reddit Inc Cl A Mid Cap US Gro Eq (RDDT) 0.9 $803k 3.5k 229.87
Uber Technologies Large US Bl Eq (UBER) 0.9 $789k 9.7k 81.71
Caterpillar Large US Bl Eq (CAT) 0.9 $771k 1.3k 572.87
Five Below Small US Gro Eq (FIVE) 0.9 $764k 4.1k 188.36
Booking Holdings Large US Val Eq (BKNG) 0.9 $750k 140.00 5355.33
Citigroup Large US Val Eq (C) 0.8 $740k 6.3k 116.69
Pimco Dynamic Income Fund Strategic Income (PDI) 0.8 $690k 39k 17.71
Mastercard Inc Cl A Large US Bl Eq (MA) 0.8 $662k 1.2k 570.88
Spdr S&p 500 Etf Large US Bl Eq (SPY) 0.7 $639k 937.00 681.92
Rlj Lodging Tr Cuml Conv Pfd Ser A Preferred Stock (RLJ.PA) 0.6 $564k 23k 24.90
T-mobile Us Large US Val Eq (TMUS) 0.6 $524k 2.6k 203.04
Cvs Health Corp Large US Val Eq (CVS) 0.6 $482k 6.1k 79.36
Consolidated Edison Mid Cap US Val Eq (ED) 0.5 $466k 4.7k 99.32
Pimco Dynamic Income Opportunities Fund Int Long HY Bond (PDO) 0.5 $456k 33k 13.84
Gilead Sciences Large US Val Eq (GILD) 0.5 $439k 3.6k 122.74
Tesla Large US Gro Eq (TSLA) 0.5 $424k 942.00 449.72
Walmart Large US Bl Eq (WMT) 0.5 $418k 3.7k 111.41
State Street Energy Select Sector Spdr Etf Sector (XLE) 0.5 $417k 9.3k 44.71
Energy Transfer Ltd Partnership Mid Cap US Val Eq (ET) 0.5 $396k 24k 16.49
Global X Nasdaq 100 Covered Call Etf Derivative Income (QYLD) 0.4 $391k 22k 17.67
Cummins Mid Cap US Bl Eq (CMI) 0.4 $391k 765.00 510.45
Realty Income Corp Mid Cap US Val Eq (O) 0.4 $385k 6.8k 56.37
Alerian Mlp Etf LP - Oil and Gas (AMLP) 0.4 $378k 8.0k 47.02
Jpmorgan Nasdaq Equity Premium Income Etf Derivative Income (JEPQ) 0.4 $355k 6.1k 58.12
Invesco S&p 500 Momentum Etf Large US Bl Eq (SPMO) 0.4 $351k 2.9k 119.32
Duke Energy Corp Large US Val Eq (DUK) 0.4 $324k 2.8k 117.21
Restaurant Brands Intl Large For Eq (QSR) 0.4 $323k 4.7k 68.23
Yieldmax Nvda Option Income Strategy Etf Derivative Income (NVDY) 0.4 $314k 22k 14.61
Direxion Daily Nyse Fang Bull 2x Etf Long Leveraged (FNGG) 0.4 $309k 1.5k 206.28
Mcdonalds Corp Large US Val Eq (MCD) 0.4 $309k 1.0k 305.63
Eaton Vance Municipal Income Trust Long Muni Bond (EVN) 0.3 $304k 28k 10.76
Dominion Energy Mid Cap US Val Eq (D) 0.3 $300k 5.1k 58.59
Corning Mid Cap US Gro Eq (GLW) 0.3 $283k 3.2k 87.56
Boeing Company Large US Bl Eq (BA) 0.3 $280k 1.3k 217.12
Servicenow Large US Gro Eq (NOW) 0.3 $269k 1.8k 153.19
Vanguard S&p 500 Index Etf Large US Bl Eq (VOO) 0.3 $250k 398.00 627.13
Strategy Nasdaq 7 Handl Index Etf US Bal / Asset Alloc (HNDL) 0.3 $222k 10k 22.02
Exxon Mobil Corp Large US Val Eq (XOM) 0.2 $217k 1.8k 120.34
Yieldmax Amzn Option Income Strategy Etf Derivative Income (AMZY) 0.2 $216k 16k 13.28
Proshares Ultra S&p 500 2x Etf Long Leveraged (SSO) 0.2 $200k 3.5k 57.92